The Opus Training app shows a different view for Admins, Managers, and Trainees.
Admins and multi-location Managers: business-wide overviews and Location-level insights.
Single-location Managers: a focus on their team's performance.
Trainees: a streamlined view centered on completing their assigned training.
The bottom tabs are Home, Team, Library, Messages, and Ask Opus. Trainees don't have a Team tab, and Ask Opus appears once an Admin turns on Ask Opus. Profile opens from the person icon in the top right corner of the header.
Table of Contents:
Views at a Glance
Feature | Admin & Multi-Location Manager | Single-Location Manager | Trainee |
Home Screen action buttons (Invite, Assign) | ✅ | ✅ | ❌ |
Message button | ✅ | ✅ | ❌ |
Locations Overview | ✅ | ✅ | ❌ |
Check-ins to Facilitate | ✅ | ✅ | ❌ (off by default; can be enabled) |
Team Training Overdue (when anyone is past due) | ✅ | ✅ | ❌ |
Knowledge Checks (if enabled) | ✅ | ✅ | ✅ |
Your Assignments | ✅ | ✅ | ✅ |
Tasks (Checklists and Audits, if active) | ✅ | ✅ | ✅ |
Recently Viewed | ✅ | ✅ | ✅ |
Team Tab | ✅ | ✅ | ❌ |
Library Tab | Full Library for Admins. Managers: content assigned to them, created by them, or shared with them, plus Library Access rules that include them | Content assigned to them, created by them, or shared with them, plus Library Access rules that include them | Assigned content, plus Library Access rules that include them |
Messages Tab | Send & receive | Send & receive | Receive only (emoji reactions) |
Ask Opus Tab | ✅ | ✅ | ✅ |
Profile (header, top right) | ✅ | ✅ | ✅ |
Admin & Multi-Location Manager View
Admins and multi-location Managers share a similar layout in the app, built for overseeing multiple Locations at once.
Admins see your whole business across all Locations. Multi-location Managers see only the Locations they've been assigned to.
Home Screen
At the top of the home screen, Admins and multi-location Managers see these quick-action buttons:
Invite: Generate a QR code to invite team members.
Assign: Assign training to the team.
Message: Send a Message to team members (if their Role can send Messages).
Below the action buttons, the home screen is organized into Team and Training sections:
Team
Locations Overview: A table showing up to six Locations, each with its Users past due count and Completion percentage. Admins see Locations across your business; multi-location Managers see only the Locations they manage. Tap a Location to open it in the Team tab.
Check-ins to Facilitate: The number of Check-ins awaiting facilitation across managed Locations. Tap it to see the list.
Team Training Overdue: The number of team members who are past due on training. Only appears when someone is past due.
Training
Knowledge Checks: A daily question that reinforces learning from completed training.
Your Assignments: Shows any incomplete training assigned to the Admin or Manager.
Tasks: Shows Checklists and Audits for the Admin or Manager to complete, with a link to view all Tasks. Only appears if your business has the Checklists subscription.
Recently Viewed: Quick access to content recently opened by the Admin or Manager.
Tap the person icon in the top right corner of the header, on any tab, to open profile settings. There, Admins and multi-location Managers can add a profile photo, view training certificates, edit profile info, and sign out.
Team Tab
The Team tab opens on a Location, with what needs attention (such as Training overdue, Tasks, Check-ins to facilitate), completion and activity stats, and the Location Leaderboard. Below that, team members are listed under Managers and Trainees. Tap any team member to:
View their details.
Assign training.
Send Messages.
Edit their info.
Review assigned and completed training.
Library Tab
The Library contains all content the Admin or multi-location Manager has access to, including Modules, Courses, Checklists, and Resources.
Folders (if set up) appear at the top, and you can filter content by type or Tags.
💡 Library scope: Admins see the full Library. Managers see content assigned to them, content they created, content shared with them, and content whose Library Access rules include them (their Location or Role, or all Managers). Content shared only with Trainees at their Location doesn't appear in a Manager's Library.
Messages Tab
Admins and Managers can view received and sent Messages and send new ones to their team.
Ask Opus Tab
Opens Ask Opus, Opus's built-in AI assistant. Ask Opus can answer questions about anything in the Library (based on access level) and about the Opus platform itself. The tab appears once an Admin turns on Ask Opus.
Tap the microphone to dictate your question instead of typing it.
Single-Location Manager View
Single-location Managers have a view focused on their one Location. Their home screen has the same layout as Admins and multi-location Managers, with the Locations Overview showing their one Location.
Home Screen
The same quick-action buttons appear at the top: Invite, Assign, and Message.
Below those, the home screen is organized into Team and Training sections:
Team
Locations Overview: Shows the Manager's Location with its Users past due count and Completion percentage.
Check-ins to Facilitate: Shows pending Check-ins the Manager can facilitate to verify team members' skills.
Team Training Overdue: Shows the number of team members at the Manager's Location who are past due on training. Only appears when someone is past due.
Training
Knowledge Checks: A recurring question that reinforces learning from completed training.
Your Assignments: Shows any incomplete training assigned to the Manager.
Tasks: Shows Checklists and Audits for the Manager to complete, with a link to view all Tasks. Only appears if your business has the Checklists subscription.
Recently Viewed: Quick access to recently opened content.
Team, Library, Messages, and Ask Opus Tabs
These work the same as for Admins and multi-location Managers, scoped to the Manager's assigned Location and content access.
Trainee View
Trainees have a streamlined view focused on completing training and Tasks.
Home Screen
Training
Knowledge Checks: A recurring question that reinforces key topics from completed training.
Your Assignments: Shows all outstanding training for the Trainee.
Check-ins to Facilitate: Off by default. If enabled, shows any Check-ins the Trainee is asked to facilitate.
Tasks: Shows open Checklists and Audits and Tasks assigned to the Trainee, then upcoming Checklists if there's room, with View all tasks to see the rest.
Recently Viewed: Quick access to recently opened content.
Library Tab
The Library contains everything a Trainee has access to, including Modules, Courses, Checklists, and Resources.
Folders (if set up) appear at the top, and Trainees can filter content by type or Tags.
Messages Tab
This tab shows received Messages. Trainees can receive Messages and react with an emoji, but can't start new Messages.
Ask Opus Tab
Same experience as for Admins and Managers. Ask Opus answers questions based on the Trainee's Library Access.
Profile
Trainees open Profile from the person icon in the top right corner of the header, on Home, Library, Messages, and Ask Opus. There they can add a profile photo, view training certificates, edit their profile info like preferred language, and sign out.
➡️ Learn more:
How to Add a Profile Photo: add, change, or remove your photo in the app or the dashboard.
FAQ
What's the difference between Admin and multi-location Manager views?
The layout is the same, but Admins see your whole business: all Locations, all team members, and the complete Library. Multi-location Managers see only the Locations and content they've been granted access to.
What's the difference between multi-location and single-location Manager views?
Home has the same Team section for every Manager: the Locations Overview table, Check-ins to Facilitate, and Team Training Overdue. A single-location Manager's table shows only their one Location.
Can Trainees send Messages?
Trainees can't start new Messages. They can react with emojis.
Where do Trainees find their profile?
Trainees tap the person icon in the top right corner of the header, on any tab. Admins and Managers use the same icon.
How do I add a profile photo?
Tap the person icon in the top right corner of the header, tap your name, then tap Add profile image.